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About Strategent Financial

Strategent Financial, LLC was founded by Dale S. Lam to provide financial advisory and wealth management services to a select group of clients. The foundational underpinnings for Strategent’s client service strategy is that successful individuals and families require and deserve sound financial strategies, investment management and advisor oversight. In essence, Strategent provides a “personal” chief financial officer service to its clients, just as successful corporations rely upon a chief financial officer to execute and manage their financial concerns. Through its consultative client service, Strategent provides a comprehensive financial solution to meet the needs of its clients. By thoroughly understanding its clients’ goals and objectives, Strategent is well positioned to provide the appropriate investment plans and advanced planning tools that they require. Strategent Financial is an independent, fee-only advisory firm. As a registered investment advisory firm, Strategent has a fiduciary responsibility to its clients. Strategent is compensated solely from its clients and does not receive commissions from third parties for selling products.

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